Galaxy Digital stock has seen its consensus analyst price target edge down slightly, falling from $46.90 to $46.73, in response to the latest analyst updates. This modest adjustment reflects evolving expectations as the company navigates shifting industry trends, new opportunities in AI, and ongoing competition in the digital asset and data center markets. Stay tuned to discover how investors and market watchers can continue tracking these changes in Galaxy Digital’s story as new information emerges.
Morgan Stanley initiated coverage on Galaxy Digital with an Overweight rating and a $42 price target. The firm views the company as an emerging force in artificial intelligence data centers with a “clear path” to monetizing one of the largest single-campus high performance computer data centers under development. They also highlighted the company’s blockchain-enabled investment bank as a compelling complement to its data center ambitions.
Rosenblatt has demonstrated consistent optimism, raising their price target twice in recent months, first from $35 to $44 and then to $46, while maintaining a Buy rating. They cited a “record quarter,” suggesting Galaxy Digital is more than just a high performance compute play. The firm’s analysis also indicates that the core digital assets franchise remains underappreciated, pointing to significant upside potential.
Piper Sandler raised their price target to $42 from $36 and maintained an Overweight rating, citing model updates and revised analysis that reflect an improved outlook for the company.
Roth Capital believes the sector as a whole stands to benefit from large AI infrastructure deals. The firm specifically points to Galaxy Digital as a likely beneficiary due to its substantial power portfolio and existing data center assets. This suggests growing confidence in Galaxy’s positioning within the competitive AI and data infrastructure landscape.
Key analyst-acclaimed drivers include execution on digital asset strategies, growth momentum across business segments, and Galaxy Digital’s ability to leverage new opportunities in AI and data center development.
🐻 Bearish Takeaways
While the overall tone of recent analyst research is positive, some underlying reservations remain. These include questions around whether recent gains and growth prospects are already priced into the current valuation, with firms noting the stock’s significant year-to-date rise and potential near-term risks related to high expectations.
Rosenblatt, despite its bullish stance, referenced the company’s “material additional upside potential” as partially offset by the rapid ascent in share price. The report highlights ongoing market scrutiny around valuation and execution risk.
NasdaqGS:GLXY Community Fair Values as at Nov 2025
Galaxy Digital, alongside Multicoin Capital and Jump Crypto, is in advanced talks to raise approximately $1 billion for the acquisition of Solana. Cantor Fitzgerald is acting as lead banker on the deal, which could more than double the current largest Solana reserve. The deal is expected to close in early September, according to Bloomberg.
The company recently announced an integration with Coinbase Prime, allowing institutional customers to access Galaxy’s high-performance staking infrastructure directly through Coinbase’s custody platform. This partnership further establishes Galaxy Digital as a key player in crypto staking as institutional interest rises.
Galaxy Digital launched GalaxyOne, a new U.S.-based platform designed for individual investors, offering competitive yields on fiat cash deposits, trading across crypto and equities, and investment note options featuring up to 8.00% APY for accredited investors.
In partnership with Superstate, Galaxy Digital became the first public company to enable tokenization of SEC-registered equity on a major blockchain, allowing shareholders to hold GLXY shares onchain.
Consensus Analyst Price Target has decreased marginally, moving from $46.90 to $46.73.
Discount Rate has risen slightly from 8.90% to 9.10%, indicating higher perceived risk or cost of capital.
Revenue Growth expectations have increased significantly, rising from 68.35% to 74.65%.
Net Profit Margin has fallen sharply, decreasing from 22.86% to 4.35%.
Future P/E has increased substantially, climbing from 51.25x to 241.46x. This reflects lower near-term profitability compared to expectations for future earnings.
A Narrative is a smarter, story-driven way to invest. It combines your perspective on a company’s future (such as revenue, profit, or risks) with a financial forecast and a Fair Value. Narratives link a company’s real-world story to its numbers, helping you decide when to buy or sell. On Simply Wall St’s Community page, millions of investors access and update Narratives in real time as news breaks or earnings are released. This makes it easy to stay informed and act confidently.
Discover the latest story behind Galaxy Digital and why following the original Narrative on Simply Wall St helps you stay ahead of the curve:
Find out how accelerating demand for AI data centers, expanding institutional adoption, and regulatory milestones support Galaxy’s outlook for rapid growth.
Learn why analysts believe new revenue streams, such as trading, real-world asset tokenization, and platform innovation, will improve long-term earnings and stability.
Track the risks that could impact future value, including client concentration, capital needs, and competition in a fast-evolving digital assets sector.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
